You can filter your scheduled calls by date or by using the additional filters from the filters button.
1 - Filtering by Date Range
The date range filter is places outside of the additional filters and next to your Past Calls so that you can access it quickly and see your calls for a specific date range.
You can apply the filter for a custom date range or use the predefined date ranges.
Additional filters
You can access all additional filters from the filters button on the right.
2 - Filtering by Events
To filter based on Event, simply click on Events dropdown and select the events for which you want to apply the filters.
Note: Super admin/sales manager will have access to all events. Closers/setters will have access to their own events or events that they are added to as hosts.
3 - Filtering by Event Types
To filter your calls based on the type of event, simply use the Event Type filter.
Discovery type of events are only available on Business Plan/Enterprise Plan.
4 - Filtering by Call Status
You can filter by call status. By default Scheduled and Rescheduled calls are turned on.
Important Note
If you cannot see a cancelled call, please make sure that you have selected cancelled events from Call Status filter.
By default Cancelled events are hidden in your scheduled calls list.
5 - Filtering by Invitee Email
You can filter a call using the invitee email.
6 - Filtering by Outcomes
Filtering by outcomes is only available on the Past Call tab as outcomes are only available when they go to Past Call.
You can filter your outcomes for Strategy Calls and Discovery Calls and Pending Outcomes.
For Strategy Calls you can filter by:
Sale
No Sale
Unqualified
No Show
Contact Cancelled
Admin Cancelled
Follow Up Scheduled
For Discovery Calls you can filter by:
Approved
Rejected
Discovery calls are only available on Business/Enterprise Plan.
7 - Filtering by UTM Filters
Refers to filtering UTM set if available. If you've included UTM code parameters to your scheduler, you will be able to filter out data you're collecting via UTM's.
Remember, UTM's are solely connected with each Event/Scheduler, and need to be included for each and Every Event you have on your iClosed account, in order to track them all.
8 - Filtering by Setters or Closers
This is only available to Super Admins or Sales Managers.
You need to select All Closers and Teams on the main scheduler filter on the top navigation to access this filter.
Simply check the closer(s) or setter(s) for which you want to filter the calls.
